A information for buyers – India TV

SBI Mutual Fund, India’s largest bank-backed mutual fund, boasts property beneath administration (AUM) of round Rs 11 lakh crore and affords a variety of schemes to buyers. With over 120 funds in fairness, debt, and hybrid classes, the asset administration agency has all the time been aggressive in its prime technique.

Right here’s a take a look at the highest 5 SBI Mutual Fund schemes primarily based on their five-year efficiency.

1. SBI Well being Alternative Fund

• Boat: Rs
• Capital measurement: Rs 3,460 crore
• Expense fee: 1.95 per cent.
• 5-year return (annualised): 29.73 per cent .
• 5-year SIP return: 28.54% .

If you happen to invested Rs 10,000 per 30 days via SIP 5 years in the past, your funding would now be value Rs 12.46 lakh.

2. SBI Contra Fund

• NAV: Rs 381
• Fund Dimension: Rs 41,907 crore
• Expense Ratio: 1.50 per cent
• 5-Yr Returns (Annualised): 29.17 per cent
• 5-Yr SIP Returns: 30.35 per cent

A month-to-month SIP of Rs 10,000 over 5 years would have grown to Rs 13 lakh.

3. SBI Know-how Alternatives Fund

• NAV: Rs 138.15
• Fund Dimension: Rs 39,432.5 crore
• Expense Ratio: 1.89 per cent
• 5-Yr Returns (Annualised): 27.79 per cent
• 5-Yr SIP Returns: 26.04 per cent

Investing Rs 10,000 per 30 days via SIP over 5 years would yield Rs 11.73 lakh.

4. SBI Small Cap Fund

• NAV: Rs 179.93
• Fund Dimension: Rs 33,285 crore
• Expense Ratio: 1.57 per cent
• 5-Yr Returns (Annualised): 27.17 per cent
• 5-Yr SIP Returns: 26.86 per cent

With an SIP of Rs 10,000 per 30 days, your funding would now be valued at Rs 11.97 lakh.

5. SBI Magnum Midcap Fund

• NAV: Rs 238.83
• Fund Dimension: Rs 21,455 crore
• Expense Ratio: 1.67 per cent
• 5-Yr Returns (Annualised): 27.02 per cent
• 5-Yr SIP Returns: 27.09 per cent

An SIP of Rs 10,000 per 30 days for 5 years would develop to Rs 12.04 lakh.

Disclaimer

The previous efficiency of those funds isn’t indicative of future outcomes. Traders are suggested to conduct due diligence and seek the advice of with monetary advisors earlier than making funding selections.

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